TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Coronation Balanced Plus Fund MDD Page Table of Content Fund Objectives Fund Technicals NAV Prices Dividends Management Asset Allocations Fund Activities

The Fund Aims and Objectives

The Technical Details
	Coronation Balanced Plus Fund

Fund Sector
SA – Multi Asset – Low Equity

Launch Date
Apr 1996	28 years ago

Fund Benchmark
Fund Sector Average Index

Fund Maximum Annual Fee *
1.43%-N Y or N indicate if performance fee levied or not. Advisor fee excluded.

Minimum Investments
R5 000/R500 Lump Sum/Debit Order

Distribution Frequency
Bi-Annually

Fund Risk Rating

1	2	3	4	5	Medium

NAV Prices Coronation Balanced Plus Fund

Jul 24 R 151.14 ⇑    R 2.68 ⇑    1.8%

High Avg. Low R 151.14 R 145.55 R 139.91

The Dividends Coronation Balanced Plus Fund

Total Distributions Bi-Annually

The Management Coronation Balanced Plus Fund

Asset Allocations

Fund Size	R 110 Mil.

Fund Activities Coronation Balanced Plus Fund

Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added.

Did You Know ?
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Coronation Balanced Plus Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Coronation Balanced Plus Fund A unit trust fund managed and admin by Coronation Fund Managers D.Y.K ? Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
SA - MA - I SA - E - G - SA - E - LC - G - MA - F - SA - IB - VT - G - E - G - SA - MA - F - R - MA - F - SA - RE - G - SA - MA - HE -	The Fund Aims and Objectives The Technical Details Coronation Balanced Plus Fund Fund Sector SA – Multi Asset – Low Equity Launch Date Apr 1996 28 years ago Fund Benchmark Fund Sector Average Index Fund Maximum Annual Fee * 1.43%-N Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments R5 000/R500 Lump Sum/Debit Order Distribution Frequency Bi-Annually Fund Risk Rating 1 2 3 4 5 Medium Asset Allocations Fund Size R 110 Mil. The Management Coronation Balanced Plus Fund See Also Personal Trust Managed Fund Allan Gray Stable Fund Lynx Cautious FOF Nfb Defensive FOF Autus Cautious Fund NAV Prices Coronation Balanced Plus Fund Jul 24 R 151.14 ⇑    R 2.68 ⇑    1.8% High Avg. Low R 151.14 R 145.55 R 139.91 The Dividends Coronation Balanced Plus Fund Total Distributions Bi-Annually Fund Activities Coronation Balanced Plus Fund Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added. Did You Know ? Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management. As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% . Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum. in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.	Jul 24 R 151.14 Jun R 148.87 May 24 R 148.81 Apr 24 R 146.60 Mar 24 R 145.57
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